# DUTCH BROS INC (BROS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BROS/

- Reporting holders: 15
- Reported value: $25.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $23.4M | 607,886 | 0.2% | 5 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $592.2K | 15,357 | 0.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $385.5K | 9,690 | 0.0% | 4 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $300.4K | 7,791 | 0.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $206.1K | 5,345 | 0.0% | 14 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $57.8K | 1,498 | 0.0% | 10 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $55.6K | 1,442 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $54.2K | 1,405 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $19.0K | 494 | 0.0% | 7 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $10.5K | 272 | 0.0% | 1 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $9.7K | 251 | 0.0% | 1 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $7.8K | 202 | 0.0% | 9 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $965 | 25 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $463 | 12 | 0.0% | 8 |
| [WoodTrust Financial Corp](https://holderbook.com/funds/1725247-woodtrust-financial-corp/) | $270 | 7,000 | 0.0% | 12 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $154 | 4 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $18 | 462 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $25.1M |
| Q2 2026 | 560 | $10.3B |
| Q1 2026 | 510 | $7.1B |
| Q4 2025 | 511 | $7.8B |
| Q3 2025 | 453 | $6.5B |
| Q2 2025 | 498 | $7.7B |
| Q1 2025 | 473 | $6.8B |
| Q4 2024 | 404 | $5.5B |
| Q3 2024 | 347 | $3.5B |
| Q2 2024 | 343 | $4.3B |
| Q1 2024 | 271 | $3.2B |
| Q4 2023 | 236 | $3.1B |